Valeo Financial Advisors’s Under Armour Class C UA Stock Holding History

Valeo Financial Advisors’s Portfolio UA Stock Details UA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-512	Closed	-$9K	–	1733
2021 Q1	$9K	Buy	512 +96	+23%	+$1.69K	﹤0.01%	1397
2020 Q4	$6K	Hold	416	–	–	﹤0.01%	1345
2020 Q3	$4K	Sell	416 -1,100	-73%	-$10.3K	﹤0.01%	1317
2020 Q2	$13K	Hold	1,516	–	–	﹤0.01%	1207
2020 Q1	$13K	Sell	1,516 -700	-32%	-$10K	﹤0.01%	1012
2019 Q4	$43K	Buy	2,216 +200	+10%	+$3.52K	﹤0.01%	708
2019 Q3	$37K	Buy	2,016 +991	+97%	+$19.5K	﹤0.01%	694
2019 Q2	$23K	Sell	1,025 -250	-20%	-$5.2K	﹤0.01%	813
2019 Q1	$24K	Sell	1,275 -891	-41%	-$16.8K	﹤0.01%	735
2018 Q4	$35K	Hold	2,166	–	–	﹤0.01%	582
2018 Q3	$44K	Sell	2,166 -1,285	-37%	-$24.8K	0.01%	576
2018 Q2	$66K	Sell	3,451 -159	-4%	-$2.83K	0.01%	492
2018 Q1	$52K	Hold	3,610	–	–	0.01%	481
2017 Q4	$48K	Buy	3,610 +680	+23%	+$8.9K	0.01%	477
2017 Q3	$44K	Buy	+2,930	New	+$49.3K	0.01%	422

Other funds holding UA

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SIM

SRS Investment Management New York $9.47B AUM 60.12% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Valeo Financial Advisors's UA Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Under Armour Class C (UA) in Q2 2021, closing a stake of 512 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in UA in Q3 2017 and held it in 15 quarters. The position peaked at $66K in Q2 2018. 380 funds tracked by Wall St. Rank hold UA as of Q2 2021.

Valeo Financial Advisors reported no remaining Under Armour Class C position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 512 Under Armour Class C shares in Q2 2021, an estimated $9K.
Valeo Financial Advisors first reported a position in Under Armour Class C in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Under Armour Class C position peaked at $66K in Q2 2018.
380 funds tracked by Wall St. Rank held Under Armour Class C as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.